Hi {{ traits.first_name | default: "{{ params.greeting_fallback }}" }},
You were making good progress with {{ params.org_name }}, and we'd hate for you to lose your momentum. Even ten minutes today will get you going again.
If something is in the way, reply and tell us. A real person will help.
- ref: tmpl_nudge_sms kind: template about: Second nudge by SMS. body: name: Pick up where you left off (SMS) channel: sms category: Learning style: text status: active subject: "" metadata: {} variables: {} body: "{{ params.org_name }}: we miss you, {{ traits.first_name | default: \"{{ params.greeting_fallback }}\" }}. Your next lesson is ready whenever you are: {{ params.portal_url }} Reply STOP to opt out." - ref: tmpl_congrats kind: template about: Congratulations with the certificate link. body: name: Course completed (email) channel: email category: Learning style: html status: active subject: "Congratulations, {{ traits.first_name | default: \"{{ params.greeting_fallback }}\" }}! You finished {{ properties.course_name | default: \"your course\" }}" metadata: { email: { from: "{{ params.email_from }}", preview_text: "Your certificate is ready." } } variables: {} body: >-Hi {{ traits.first_name | default: "{{ params.greeting_fallback }}" }},
You did it! You've completed {{ properties.course_name | default: "your course" }} with {{ params.org_name }}. We're proud of you.
- ref: tmpl_ask kind: template about: Review and referral ask two days later. Each link only shows if you set it. body: name: Review and share (email) channel: email category: Learning style: html status: active subject: "How was your course, {{ traits.first_name | default: \"{{ params.greeting_fallback }}\" }}?" metadata: { email: { from: "{{ params.email_from }}", preview_text: "Two minutes to help the next learner." } } variables: {} body: >-Hi {{ traits.first_name | default: "{{ params.greeting_fallback }}" }},
Congratulations again on finishing. Your view helps the next learner choose well.
{% if "{{ params.review_url }}" != "" %}{% endif %} {% if "{{ params.referral_url }}" != "" %}Know someone who'd enjoy it? Invite a friend
{% endif %}Ready for what's next? See more courses
- ref: q_active kind: saved_question about: Learners who did a lesson in the report's period. body: name: "Report: active learners" data_plane_id: default viz_type: number viz_settings: {} visibility: workspace query_ast: table: events filters: { operator: and, conditions: [{ field: event_name, op: eq, value: "{{ params.lesson_event }}" }] } aggregations: [{ fn: distinct, field: canonical_user_id, alias: people }] - ref: q_completions kind: saved_question about: Learners who completed a course in the report's period. body: name: "Report: course completions" data_plane_id: default viz_type: number viz_settings: {} visibility: workspace query_ast: table: events filters: { operator: and, conditions: [{ field: event_name, op: eq, value: "{{ params.completed_event }}" }] } aggregations: [{ fn: distinct, field: canonical_user_id, alias: people }] - ref: report_weekly kind: report about: The week's active learners and completions, how many are quiet or at risk, and the state of the mentor calls. body: name: "Weekly: learners" description: Last week's active learners and completions, and who is slipping away. schedule_cron: "{{ params.report_cron }}" timezone: "{{ params.timezone }}" enabled: false spec: period: last_7_days compare: previous_period week_start: monday sections: - { id: active, kind: saved_question, title: Active learners, viz: number, params: { question_id: "{{ ref.q_active.id }}" } } - { id: done, kind: saved_question, title: Course completions, viz: number, params: { question_id: "{{ ref.q_completions.id }}" } } - id: risk kind: segment_sizes title: Gone quiet and at risk params: { segment_ids: ["{{ ref.seg_quiet.id }}", "{{ ref.seg_at_risk.id }}"] } - { id: tasks, kind: tasks_summary, title: Mentor calls, params: {} } recipients: [{ type: team, id: "{{ ref.team_mentors.id }}" }] channel_policy: { mode: email_only } - ref: wf_nudge kind: workflow about: Email, then SMS three days later, for learners who go quiet; stops when they do a lesson. body: name: "Learning 1: pick up where you left off" description: A nudge email and then an SMS for learners with no lesson in a week; stops on any lesson. enabled: false trigger_type: segment_enter trigger_config: { segment_id: "{{ ref.seg_quiet.id }}" } steps: - { id: s1, type: action, config: { action_type: send_message, channel_config: { mode: single, single: { channel: email, template_id: "{{ ref.tmpl_nudge_email.id }}" } } } } - { id: s2, type: delay, config: { duration: 3d } } - { id: s3, type: filter, config: { condition: { type: segment, cond_operator: member_of, value: "{{ ref.seg_quiet.id }}" } } } - { id: s4, type: action, config: { action_type: send_message, channel_config: { mode: single, single: { channel: sms, template_id: "{{ ref.tmpl_nudge_sms.id }}" } } } } re_entry_policy: cooldown re_entry_cooldown_hours: 720 goal: { event_name: "{{ params.lesson_event }}", attribution_window_hours: 168 } exit_conditions: [{ event_name: "{{ params.lesson_event }}" }] - ref: wf_mentor kind: workflow about: A mentor call task for learners at risk; the outcome is saved. body: name: "Learning 2: mentor call" description: A call task for the mentors when a learner has been away two weeks. enabled: false trigger_type: segment_enter trigger_config: { segment_id: "{{ ref.seg_at_risk.id }}" } steps: - id: s1 type: human_task config: human_task: title: "Learner slipping: {{ traits.first_name }} {{ traits.last_name }}" instructions: |- {{ traits.first_name }} {{ traits.last_name }} ({{ traits.phone }}) was learning with us but hasn't done a lesson in two weeks. Call or message to ask how they are doing and what is in the way. Offer practical help: a new schedule, a catch-up session, a different course. Choose an outcome and add a short note. assignee_refs: [{ type: team, id: "{{ ref.team_mentors.id }}" }] strategy: round_robin completion_policy: first_response_wins outcome_options: - { id: back_on_track, label: Back on track, intent: positive } - { id: needs_time, label: Needs more time, intent: neutral } - { id: dropping_out, label: Dropping out, intent: negative } - { id: not_reached, label: Could not reach, intent: negative } due_hours: "{{ params.call_due_hours }}" wait: true wait_timeout_hours: 168 notify: immediate - { id: s2, type: action, config: { action_type: set_trait, traits: { mentor_call: "{{ properties.task_outcome | default: \"unknown\" }}", mentor_call_note: "{{ properties.task_note }}" } } } re_entry_policy: cooldown re_entry_cooldown_hours: 720 goal: { event_name: "{{ params.lesson_event }}", attribution_window_hours: 168 } exit_conditions: [] - ref: wf_completed kind: workflow about: Congratulations and the certificate link, then a review and referral ask two days later. body: name: "Learning 3: course completed" description: Congratulations and certificate link, then a review and referral ask 2 days later. enabled: false trigger_type: event trigger_config: { event_name: "{{ params.completed_event }}" } steps: - { id: s1, type: action, config: { action_type: send_message, channel_config: { mode: single, single: { channel: email, template_id: "{{ ref.tmpl_congrats.id }}" } } } } - { id: s2, type: delay, config: { duration: 2d } } - { id: s3, type: action, config: { action_type: send_message, channel_config: { mode: single, single: { channel: email, template_id: "{{ ref.tmpl_ask.id }}" } } } } re_entry_policy: every_time re_entry_cooldown_hours: 0 goal: {} exit_conditions: [] eval: name: 108_edtech_course_completion mode: task vertical: "" prompt: >- Our learning app sends Lesson Completed and Course Completed events. If a learner has done lessons recently but nothing for a week, email them to pick up where they left off, and text them three days later if they're still away, stopping when they do a lesson. After two weeks away, give our mentors a task to call them. When someone completes a course, email congratulations with their certificate link, then two days later ask for a review and a referral. Send our mentors a weekly report of active learners, learners at risk and completions. expect_artifacts: [segment, workflow, message_template, report] forbid_terms: []